1 Vise "Platform Assets" encompasses assets actively managed by Vise as well as assets that Vise aggregates, monitors, and uses to generate customized proposals. As of 6/1/2026.

2 This calculation is based on total realized losses as of 12/15/25 and assumes a long-term capital gains tax rate of 20% and a short-term capital gains tax rate of 41%.

3 Source: Cerulli Associates, U.S. Asset and Wealth Management Edition, 2021.

Tax-Loss Harvesting Disclosures

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